212° Wealth Mantra

Core Purpose of the Fund

“Endeavour to create 10x Wealth in 13 Years with a CAGR of 20%+ by investing in Outstanding Businesses where Leadership & Growth are in Common with a bottom-up approach & Robust Risk Management System.

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    Stock Selection Process

    Horizontal Growth Horizontal Growth
    Horizontal Growth
    Moat In Business Moat In Business
    Moat In Business
    High on Corporate Governance High on Corporate Governance
    High on Corporate Governance
    Lowest to 0 Debt/equity Lowest to 0 Debt/equity
    Lowest to 0 Debt/equity
    Least possibility of Disruption Least possibility of Disruption
    Least possibility of Disruption
    High Entry Barriers in Business High Entry Barriers in Business
    High Entry Barriers in Business
    Consistent Track Record Consistent Track Record
    Consistent Track Record
    Growth Potential Growth Potential
    Growth Potential

    Last 10 Years result of P.P.P. Strategy which we use in 212° Wealth Mantra PMS, a world-class Strategy by investing in Outstanding Businesses where Leadership & Growth are in Common with a bottom-up approach & Robust Risk Management System

    Answering the 5 Questions

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    P.P.P. Formula – Price, Profits & people

    Up to 18 Companies, Allocation as per Turtle Risk Management System

    Lollapalooza effect

    Price & Performance

    We will add up more as per the new shape in P.P.P. of Company

    Investment Rationale

    212° Wealth Mantra v/s 212° Growth Mantra

    Particulars212° Wealth Mantra212° Growth Mantra
    Core PurposeCreate 10x wealth in 13 years with 20%+ CAGR*Create 10x wealth in 10 years with 25%+ CAGR*
    ThemeInvesting in market leadersInvesting in turn around stories
    Market Cap.Majorly large & mid cap.Majorly mid & small cap.
    No. of StocksUp to 18Up to 18
    Stock Picking ProcessInvesting in outstanding businesses which have substantial future valueInvesting in multi-year breakouts which are available at throwaway valuations
    Risk ProfileModerate riskHigh risk to reward ratio
    Fund Selection CriteriaOne who wants long term compounded wealth with less volatilityOne who wants fast growth and is willing to take calculated risk
    Risk ManagementMaximum 18%**drawdown on portfolioMaximum 18%** drawdown on portfolio
    Fees2% fixed fees or 18% performance fees (exclusive of GST)2.5% fixed fees or 18% performance fees (exclusive of GST)
    Investment OptionsAvailable in signature PMS onlyAvailable in both PMS & advisory

    Why Turtle Wealth PMS?

    Know the Fund Manager

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    With more than a decade plus of experience, our Fund Manager Mr. Rohan Mehta is an Independent Individual Investor and one of the youngest Fund Managers in India. He has attained Master’s in Business administration (M.B.A). Known for his Popular Disciplinary approach, he has trained more than 1 lakh Individuals and has mastered 500 + trading & investing strategies. He is also the author of one of the best-selling books – 212° The Complete Trader.